About The Position

The Client Relations Representative is responsible for enhancing worksite marketing and sales of insurance products to client members through active client management. Establishes and maintains client relationships within assigned sales territory and ensure client member satisfaction. Creates sales opportunities for outside sales personnel and engages in activities to improve market penetration. Your Impact: Aggressively pursues new business opportunities, including development and follow-up on new contacts and locations to create additional sales opportunities for outside sales representatives (“OA”) and increase market penetration. Works to develop and maintain long-term client relationships with client leadership and representatives within established territory. Focuses efforts on dormant / difficult locations. Coordinates marketing activities, which includes filling OA calendars with one-on-one appointments and onsite events (e.g., new member orientations, workshops, lunch ‘n learns, etc.). Prepares and updates sales presentations; communicates updates to sales personnel. Works in tandem with Outside Agents to provide robust territory coverage. Attends client meetings, conferences, workshops and events as required. Night and weekend events possible. Serves as a liaison between client and internal management to address concerns and troubleshoot administrative issues. Keeps client contacts informed regarding available products and services, pricing, and new insurance products and/or promotions. Reviews and analyzes participation reports and other data to monitor progress towards company goals. Contributes to sales planning and implements actions to address shortfalls or opportunities to improve sales. Maintains insurance product knowledge and awareness of industry trends through attendance at industry conferences, competitor analysis and review of industry-related publications. One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem. For more information, please visit one80.com. The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers. Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice . One80 Intermediaries offers market leading access to major insurance markets in the US, UK, Canada and Asia, as well as exclusive programs and in-house binding authority for property & casualty, financial lines, personal lines, life insurance, medical stop loss risks, travel/accident and health, executive benefits, affinity business and warranty coverage. One80 serves commercial companies, non-profits, public entities, associations, unions and private individual risks; and has offices in 55 locations throughout the US and Canada.

Requirements

  • Associate’s degree in business, marketing or related field and 3+ years of client relations or account management experience, preferably in the insurance industry; or an equivalent combination of education and experience
  • Strong communication and interpersonal skills.
  • Excellent problem-solving and organizational abilities.
  • Ability to work independently and as part of a team.
  • Valid driver license for daily travel – 2-hour radius.
  • Minimal overnight.

Responsibilities

  • Enhancing worksite marketing and sales of insurance products to client members through active client management.
  • Establishing and maintaining client relationships within assigned sales territory and ensure client member satisfaction.
  • Creating sales opportunities for outside sales personnel and engages in activities to improve market penetration.
  • Aggressively pursuing new business opportunities, including development and follow-up on new contacts and locations to create additional sales opportunities for outside sales representatives (“OA”) and increase market penetration.
  • Working to develop and maintain long-term client relationships with client leadership and representatives within established territory.
  • Focusing efforts on dormant / difficult locations.
  • Coordinating marketing activities, which includes filling OA calendars with one-on-one appointments and onsite events (e.g., new member orientations, workshops, lunch ‘n learns, etc.).
  • Preparing and updating sales presentations; communicates updates to sales personnel.
  • Working in tandem with Outside Agents to provide robust territory coverage.
  • Attending client meetings, conferences, workshops and events as required.
  • Serving as a liaison between client and internal management to address concerns and troubleshoot administrative issues.
  • Keeping client contacts informed regarding available products and services, pricing, and new insurance products and/or promotions.
  • Reviewing and analyzing participation reports and other data to monitor progress towards company goals.
  • Contributing to sales planning and implements actions to address shortfalls or opportunities to improve sales.
  • Maintaining insurance product knowledge and awareness of industry trends through attendance at industry conferences, competitor analysis and review of industry-related publications.
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